See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,448 | $73,867+153.8% | $143,757+30.4% | $68,494+173.7% |
| Participation rate | 93.1% | 66.7%+26.4pp | 80.3%+12.8pp | 67.9%+25.2pp |
| Annual return | -18.11% | 1.01%-19.1pp | -0.04%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $9,216 | $3,184+189.4% | $4,951+86.1% | $2,596+255.0% |
| Participant deferral / active EE | $5,294 | $3,384+56.4% | $5,637-6.1% | $4,027+31.5% |
| Admin fee / account holder | $11,257 | $5,755+95.6% | $14,673-23.3% | $5,403+108.4% |